AGWRX Mutual Fund

AGWRX Mutual Fund

NAV$53.85
See how much of AGWRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.91%
3 Months
-1.40%
6 Months
+12.03%
YTD
+6.53%
1 Year
+12.34%
3 Years (annualized)
+18.43%
5 Years (annualized)
+9.20%
10 Years (annualized)
+15.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGWRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.53%
Peer Avg (YTD)
+8.51%
vs Peers
-1.98%

AGWRX Mutual Fund Performance

AGWRX performance across multiple time periods: 1-month 3.91%, YTD 6.53%, 1-year 12.34%, 3-year 18.43%, 5-year 9.20%, 10-year 15.79%.

AGWRX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

AGWRX vs another fund shows side-by-side returns. AGWRX alternatives are available in the Mutual Fund Screener.